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DOCU

DocuSign

815 hedge funds and large institutions have $15.9B invested in DocuSign in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 263 increasing their positions, 233 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 87

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

57% more capital invested

Capital invested by funds: $10.1B → $15.9B (+$5.76B)

44% more call options, than puts

Call options by funds: $869M | Put options by funds: $606M

18% more funds holding

Funds holding: 690815 (+125)

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 233

6.8% more ownership

Funds ownership: 80.61%87.41% (+6.8%)

Holders
815
Holders Change
+125
Holders Change %
+18.12%
% of All Funds
10.73%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
221
Increased
263
Reduced
233
Closed
87
Calls
$869M
Puts
$606M
Net Calls
+$264M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$369K +$20.4K +256 +7%
C
502
Certuity
Florida
$363K +$322K +4,036 New
SSA
503
Schonfeld Strategic Advisors
New York
$355K -$2.87M -35,898 -90%
US Bancorp
504
US Bancorp
Minnesota
$355K +$30.4K +381 +11%
UM
505
UniSuper Management
Australia
$351K -$120K -1,500 -28%
CAM
506
Claret Asset Management
Quebec, Canada
$348K +$2.08K +26 +0.7%
LSA
507
Leonteq Securities AG
Switzerland
$346K -$219K -2,746 -42%
EI
508
Ethic Inc
New York
$341K +$303K +3,794 New
BFM
509
Boothbay Fund Management
New York
$340K -$293K -3,669 -49%
Wealthfront Advisers
510
Wealthfront Advisers
California
$339K -$8.46K -106 -3%
ORG
511
Optimist Retirement Group
Washington
$338K -$52.6K -659 -15%
C
512
Covestor
United Kingdom
$337K +$34.6K +433 +13%
Fidelity International
513
Fidelity International
Bermuda
$334K -$145M -1,813,594 -100%
TC
514
Tairen Capital
Hong Kong
$333K
KPWS
515
Kestra Private Wealth Services
Texas
$329K -$87.6K -1,097 -23%
IAS
516
Insigneo Advisory Services
Florida
$329K +$292K +3,654 New
SI
517
Stephens Inc
Arkansas
$325K -$1.36K -17 -0.5%
GF
518
Gries Financial
Ohio
$316K -$52.4K -656 -16%
BEW
519
Burton Enright Welch
California
$315K +$80 +1 +0%
UAG
520
United Advisor Group
Ohio
$313K -$28.8K -361 -9%
TWPM
521
Total Wealth Planning & Management
Florida
$312K +$277K +3,472 New
TA
522
TFB Advisors
Kansas
$312K +$277K +3,469 New
SFC
523
SYM Financial Corp
Indiana
$307K +$2.08K +26 +0.8%
TDC
524
Thompson Davis & Co
Virginia
$307K +$272K +3,410 New
DWT
525
Dorsey & Whitney Trust
South Dakota
$301K +$160 +2 +0.1%

DOCU Hedge Fund Activity: Q4 2024 in Review

815 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2024, worth a combined $15.9B — up 57% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new DOCU positions and 87 closed out — a net gain of 134 holders — while 263 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $874M. The largest seller was D.E. Shaw & Co, cutting an estimated $270M.

  • 815 institutional investors held DocuSign (DOCU) as of Q4 2024, up from 690 in Q3 2024.
  • Funds reported $15.9B of DocuSign stock for Q4 2024, up 57% quarter-over-quarter.
  • 221 funds opened new DocuSign positions in Q4 2024 and 87 closed out, a net change of +134 holders.
  • The largest DocuSign buyer in Q4 2024 was BlackRock, an estimated $874M added.
  • The largest DocuSign seller in Q4 2024 was D.E. Shaw & Co, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2024.